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What is Saphyre?

Saphyre represents a groundbreaking, patented infrastructure platform powered by AI that creates a holistic system of record designed to unify and standardize reference data, documents, and workflows among financial counterparties, thereby enabling rapid trading readiness and achieving near real-time settlement capabilities. By optimizing the onboarding process and the continuous upkeep of accounts, Saphyre significantly expedites the establishment of trading accounts, oversees legal agreements, addresses standard settlement instruction (SSI) challenges, manages trade exceptions and confirmations, and executes calculations for securities funding, all while ensuring the use of consistent data and documentation across diverse service providers to minimize redundancies, callbacks, and potential settlement complications. In addition to its primary features, the platform provides clear, real-time insights into trading preparedness, anticipates and rectifies issues proactively, and automates the enhancement and dissemination of updated SSIs. Moreover, it incorporates a digital negotiation mechanism for agreements that includes version control, inline commenting, and integration with electronic signature workflows, ensuring continuous alignment and communication among all parties throughout the trading process. With its robust capabilities, Saphyre not only streamlines operations but also significantly boosts the efficiency and dependability of activities within the financial trading sector, ultimately contributing to a more responsive and agile trading environment.

What is Baton?

Baton operates as an all-encompassing communication platform that links software providers, their clientele, and service collaborators, simplifying the intricate nature of implementation procedures. It supports proactive triaging, detailed reporting, and real-time monitoring of project statuses, allowing for quicker product launches than ever before. Users have the ability to create customized implementation projects with phases that cater to their organization's unique needs. Milestones can be set for the automatic tracking of progress, and standardized project templates are available to support business growth. Furthermore, Baton’s business intelligence capabilities aid in the careful organization of tasks, dependencies, and deadlines related to projects. Our consolidated view of all active implementation initiatives reveals critical insights that boost operational effectiveness. Clients can take advantage of tailored monitoring dashboards, while overarching project visibility is ensured through extensive dashboards covering the entire portfolio. By leveraging Baton, you can proficiently manage and improve your customers' initial engagement with your products, fostering their satisfaction and paving the way for enduring partnerships. This holistic approach not only enhances customer experiences but also contributes to overall business success.

Media

Media

Integrations Supported

Meltano

Integrations Supported

Meltano

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Saphyre

Date Founded

2017

Company Location

United States

Company Website

www.saphyre.com

Company Facts

Organization Name

Baton

Date Founded

2019

Company Location

United States

Company Website

www.hellobaton.com/product

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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